Matthew Goldberg

Matt joined Blue Sky as their Client Services Manager Associate supporting the lead Financial Planner and Client Services Managers with financial planning, investment management, insurance services and administrative related activities for the firm clients. This includes gathering and analyzing data, developing financial planning recommendations, implementation, and management of individual portfolios.

Matt graduated with a Bachelor of Science degree in Business Administration with an emphasis in Financial Services from San Diego State University and a Certificate in Personal Financial Planning in 2021. He also received his CERTIFIED FINANCIAL PLANNERTM certification in 2024. Prior to joining Blue Sky, Matt worked at another financial planning firm serving their clients as a Paraplanner.

Matt looks forward to advancing in the profession and is passionate about empowering clients by providing them with the clarity and confidence they need to achieve their financial goals. His dedication to building meaningful relationships and providing personalized support drives his commitment to making a lasting impact on their financial well-being. Eventually, Matt aims to support underprivileged LGBTQIA+ communities by providing them with financial literacy and accessible resources.

During his free time, Matt enjoys spending time with his fiancé, Michael and his cats, Bowen, and Yue. Additionally, Matt enjoys volunteering his time at local LGBTQIA+ organizations in his community. Ask him about his volunteering experience!